Mallori Haynes
@mallorihaynes
Versatile client operations and administrative professional with diverse expertise.
United StatesWhat I'm looking for
As a versatile client operations and administrative professional, I bring a wealth of experience across financial services, real estate, and education operations. My expertise lies in managing CRMs, coordinating complex projects, and streamlining workflows to provide exceptional client support. I am known for my ability to organize people, processes, and data, creating smooth, client-centered experiences that drive satisfaction and success.
In my current role as a Realtor at Berkshire Hathaway HomeServices Rise Real Estate Center, I leverage my financial planning and operations expertise to guide clients through real estate transactions, ensuring timely communication and document management. My previous experience as a Planning Coordinator at Bridgeworth Wealth Management allowed me to support lead advisors in managing over 100 client financial plans, enhancing operational efficiency and client satisfaction. I am passionate about continuous learning and problem-solving, always seeking to improve processes and outcomes.
Experience
Work history, roles, and key accomplishments
Elementary & Early Childhood Teacher
Jackson County Board of Education
Jan 2020 - Dec 2024 (4 years 11 months)
Managed classroom activities, lesson planning, and communications for 2nd and 3rd grade students. Coordinated small group interventions and developed individualized reading and math plans in collaboration with parents and teams. Led Pre-K program, including assessments (TS GOLD), data reporting, and compliance tracking.
Realtor
Berkshire Hathaway HomeServices Rise Real Estate Center
Dec 2021 - Dec 2024 (3 years)
Advised clients on real estate transactions, contracts, and investments by activating financial planning and operations expertise. Managed client pipelines from prospecting to closing, ensuring timely communication and document management. Utilized CRM tools and project management systems to organize workflows, schedule tasks, and deliver exceptional client service.
Planning Coordinator
Bridgeworth Wealth Management
Jan 2022 - Jul 2022 (6 months)
Supported lead advisors with client meeting preparation, CRM management (Redtail, eMoney), and communication follow-up. Monitored over 100 client financial plans and investment accounts, ensuring timely execution of action items. Created client-ready reports, maintained CRM data integrity, and supported practice management operations.
Support Advisor Intern
Longview Financial Advisors
Jun 2021 - Aug 2021 (2 months)
Delivered operations and administrative support to advisors, including CRM data entry, meeting preparation, and client follow-up. Led research and presented on digital estate planning to enhance client offerings and internal processes. Assisted with process improvements and optimized client experience workflows.
Development Office Assistant
Northeast Alabama Community College
Jan 2019 - May 2020 (1 year 4 months)
Supported donor communications, event logistics, and scholarship fund management. Managed data entry, online systems, and coordinated fundraising activities.
Education
Degrees, certifications, and relevant coursework
TAThe University of West Alabama
M.Ed., Early Childhood/Elementary Education
TAThe University of Alabama
B.S., Family Financial Planning & Counseling
NCNortheast Alabama Community College
A.S. Business; A.A. General Studies, Business; General Studies
Availability
Location
United StatesAuthorized to work in
Job categories
Interested in hiring Mallori?
You can contact Mallori and 90k+ other talented remote workers on Himalayas.
Message MalloriFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
